日本央行审议委员田村直树：依据对日本央行关于企业的调查情况，似乎许多企业对美国关税的影响持 谨慎乐观的态度。 ...

Core Viewpoint - Despite the impact of U.S. tariffs, many companies in Japan may continue to raise wages to address labor shortages and engage in high levels of business fixed investment [1] Group 1 - Companies are likely to increase wages in response to labor shortages [1] - High levels of business fixed investment are expected to continue among companies [1]

德国工业联合会：美国关税特别将产生负面影响。预计德国经济将在2025年收缩0.3%，此前预计为收 缩0.1%。 ...

Core Viewpoint - The CEO of Shell (SHEL.N) stated that the net impact of U.S. tariffs on energy products is very limited [1] Group 1 - The CEO emphasized that the overall effect of U.S. tariffs on the energy sector is minimal [1]

据路透调查：约71%日本企业认为美国关税影响在预期之中。 ...

跟踪全球贸易动向 +订阅 泰国商务部长：我们相信泰国将拥有较低的美国关税，可能为10%。 ...

惠誉：因美国关税，将全球化工行业前景调整为恶化。 ...

日本维新会共同代表前原诚司：日本首相石破茂在讨论美国关税的会议上告诉反对党领袖，美日两国立 场仍有重大差距。 ...

Group 1 - The core viewpoint of the article highlights the discussions led by Japanese Prime Minister Shigeru Ishiba with leaders of other political parties regarding the current status of US-Japan talks, emphasizing the need for bipartisan support in response to US tariffs [1] Group 2 - The article indicates that the Japanese government is actively seeking to gather cross-party opinions on the matter of US tariffs, suggesting a collaborative approach to address trade issues [1] - The discussions reflect the broader implications of US tariffs on Japan's economy and trade relations, indicating potential challenges that may arise from these policies [1]

| | 20250610申万期货有色金属基差日报 | | | --- | --- | --- | | | 铜： 可能短期宽幅波动 | | | | 锌： 可能短期宽幅波动 | | | 摘要 | 铝： 短期内或以震荡为主。 | | | | 镍： 短期内或以震荡偏强。 | | | 品种 | 观点 | 策略方向 | | | 铜：夜盘铜价收涨。目前精矿加工费总体低位以及低铜价，考验冶炼产量。 | | | | 根据国家统计局数据来看，国内下游需求总体稳定向好，电力行业延续正增 | 可能短期宽 | | 铜 | 长；汽车产销正增长；家电产量增速趋缓；地产持续疲弱。多空因素交织， 铜价可能区间波动。关注美国关税进展，以及美元、铜冶炼和家电产量等因 | 幅波动 | | | 素变化。 | | | | 锌：夜盘锌价收涨。近期精矿加工费持续回升。由国家统计局数据来看，国 | | | | 内汽车产销正增长，基建稳定增长，家电产量增速趋缓，地产持续疲弱。市 | 可能短期宽 | | 锌 | 场预期今年精矿供应明显改善，冶炼供应可能恢复。短期锌价可能宽幅波 | 幅波动 | | | 动，关注美国关税进展，以及美元、锌冶炼和家电产量等因素变化。 ...